Tony's School

5 Steps for Setup

Choose Your Software

What is the Chart of Accounts?

Set Up Chart of Accounts

Set Up Sales Tax

Set Up Products / Services

Connect Your Bank

Cash vs. Accrual

Categorize Cash

Fixed Assets

Frequency for "Write"

3 Steps for Review

Reconcile to Your Bank & Credit Cards

Review the Balance Sheet

Review the Income Statement

Frequency for "Review"

4 Most Common Taxes in Your Business

Income Taxes

Payroll Taxes

Sales & Use Taxes

Unemployment Insurance

Frequency for "Report"